William B. Walkup & Associates’s Citigroup C Stock Holding History

William B. Walkup & Associates’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Buy	4,907 +622	+15%	+$81K	0.33%	60
2026 Q1	$304K	Sell	4,285 -680	-14%	-$77.4K	0.18%	74
2025 Q4	$579K	Buy	4,965 +140	+3%	+$14.5K	0.32%	60
2025 Q3	$490K	Buy	4,825 +51	+1%	+$4.84K	0.26%	64
2025 Q2	$406K	Buy	4,774 +489	+11%	+$35.3K	0.24%	65
2025 Q1	$304K	Buy	4,285 +250	+6%	+$19.1K	0.19%	73
2024 Q4	$284K	Sell	4,035 -2	-0%	-$135	0.18%	77
2024 Q3	$253K	Sell	4,037 -30	-0.7%	-$1.85K	0.16%	77
2024 Q2	$258K	Buy	+4,067	New	+$251K	0.17%	75

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

William B. Walkup & Associates's C Position: Q2 2026 in Review

William B. Walkup & Associates increased its Citigroup (C) stake by 15% in Q2 2026, buying an estimated $81K and bringing the position to 4,907 shares worth $687K. The position accounts for 0.33% of the portfolio, ranked #60.

William B. Walkup & Associates first reported a position in C in Q2 2024 and has held it in 9 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

William B. Walkup & Associates held 4,907 shares of Citigroup worth $687K as of Q2 2026.
William B. Walkup & Associates bought 622 Citigroup shares in Q2 2026, an estimated $81K.
Citigroup made up 0.33% of William B. Walkup & Associates's portfolio in Q2 2026, its #60 holding.
William B. Walkup & Associates first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.